| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JZ James Zenker Grafton Street Partners Fund LP | 27,355 | $1.98M | $3.23M | $1.25M | 63.36% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,946 | $257,126.13 | $231,359.94 | -$25,766.19 | -10.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,081 | $1.03M | $1.08M | $54,670.7 | 5.33% |
| EL Edward Lowndes Angeles Wealth Management LLC | 30,321 | $2.59M | $3.59M | $1M | 38.72% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,796 | $770,360.36 | $687,028.86 | -$83,331.5 | -10.82% |
Arpan Shah XY Capital Ltd. | 42,421 | $7.3M | $5.03M | -$2.27M | -31.12% |
Chuan Liu SERENITY CAPITAL MANAGEMENT PTE. Ltd. | 70,000 | $10.26M | $8.3M | -$1.96M | -19.13% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,409 | $318,542.07 | $285,550.81 | -$32,991.26 | -10.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 233 | $21,400.07 | $26,917.32 | $5,517.25 | 25.78% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,573 | $2.14M | $2.45M | $310,170.42 | 14.51% |
| JG John Ginter Callan Family Office LLC | 15,781 | $2.23M | $1.88M | -$355,851.67 | -15.95% |
Anita Woodhouse V-Square Quantitative Management LLC | 873 | $109,527 | $103,734.22 | -$5,792.78 | -5.29% |
Lansing A. Davis Davis Asset Management LP | 607,561 | $53.49M | $72.24M | $18.75M | 35.05% |
Mariana Coli Dunhill Financial LLC | 180 | $25,171.88 | $21,421.8 | -$3,750.08 | -14.9% |
Lukas Lindgren Abound Wealth Management | 191 | $25,179.3 | $22,679.34 | -$2,499.96 | -9.93% |
| DP Drew Phillips Fortitude Family Office LLC | 770 | $112,866.15 | $91,437.5 | -$21,428.65 | -18.99% |
Alex Nunnamaker Schechter Investment Advisors LLC | 16,886 | $1.39M | $2.01M | $616,316.8 | 44.23% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 2,463 | $356,853.31 | $293,121.63 | -$63,731.68 | -17.86% |
Brian Dechow SWAN Capital LLC | 36 | $2,592 | $4,284.36 | $1,692.36 | 65.29% |
Bert D. Barre Colonial Trust Co. / SC | 73 | $11,219.46 | $8,668.75 | -$2,550.71 | -22.73% |